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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (22437)	4/8/2000 10:39:00 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

<<Since only one of the stocks in BDH can be the sector's King, the other 19 must be Princes or Serfs>> Only partly true, because they don't define "broadband" narrowly enough to correspond to a single game, royalty or otherwise. Actually, the list of companies included is impressive, and to my mind makes the BDH an interesting alternative to QQQ to consider for those interested in getting exposure to some cutting-edge infrastructure tech (including a number of G&K and Gilder faves) while still diversifying a bit so as to reduce company-specific risk. Here's the specific make-up: "The specific share amounts underlying each round lot of 100 Broadband HOLDRS are set forth in the chart below. These share amounts should not vary except for changes due to corporate events such as stock splits or reverse splits on the underlying securities or reconstitution events. Ticker Name of Company Shares per HOLDRS LU LUCENT TECHNOLOGIES INC 29 NT NORTEL NETWORKS CORP 14 MOT MOTOROLA INC 6 QCOM QUALCOMM INC 8 JDSU JDS UNIPHASE CORP 8 BRCM BROADCOM CORP -CL A 2 GLW CORNING INC 3 SCMR SYCAMORE NETWORKS INC 3 AMCC APPLIED MICRO CIRCUITS CORP 1 TLAB TELLABS INC 4 TERN TERAYON COMMUN SYSTEMS INC 1 PMCS PMC-SIERRA INC 1 CMVT COMVERSE TECHNOLOGY INC 2 SDLI SDL INC 1 CNXT CONEXANT SYSTEMS INC 2 NXTV NEXT LEVEL COMM INC 1 RFMD RF MICRO DEVICES INC 1 SFA SCIENTIFIC-ATLANTA INC 2 CIEN CIENA CORP 1 CMTN COPPER MTN NETWORKS INC 1 tekboy/Ares@inrecovery.com